Filed March 30, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,658 | $100,041-3.4% | $149,718-35.4% | $70,131+37.8% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.1%+7.4pp | 69.5%+24.9pp |
| Annual return | 14.89% | 27.43%-12.5pp | 1501.63%-1486.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,255 | $3,662-65.7% | $5,445-77.0% | $2,342-46.4% |
| Participant deferral / active EE | $4,725 | $4,983-5.2% | $6,569-28.1% | $3,332+41.8% |
| Admin fee / account holder | $12,955 | $8,286+56.3% | $11,283+14.8% | $4,645+178.9% |